Dedicated Account Manager

Accounts Manager is a Key Role for any Accounting Practice or CPA Firm as they interact directly with clients on daily basis and are responsible for maintaining face value of the business. Accounts Manager is in charge of reviewing deliverables submitted by his team and also participates in developing and implementing Systems for gathering, analyzing, verifying, and reporting certain types of financial/tax information. Typically, an Accounts manager closely works with CPA as they posses higher experience and working knowledge of the industry. Some of their job duties include Training, Subordinates as well as implementing Standard Protocols, carrying out Technical Reviews, Client Relationship Management and Communication. Account managers also communicate with client usually for preparing and regulating Annual Budgets, Tax Finalisation, Billing Queries Support, Conduct Financial Reviews, Monitor Revenue, Expenses and Forecast Budget Requirement by evaluating Financial Data. AuroSys employs highly experienced Account Managers with strong interpersonal skills to seamlessly manage both clients and co-workers. Our Account Managers are trained to be detail-oriented for every aspect of our client’s business and posses greater communication skills. Account Managers are the vital source of information being exchanged between clients, internal team members and management. We offer dedicated Account Managers to lead & manage end to end processes of CPA & EA firms.

  • Tasks Performed by Accounts Manager include:
    • Review, Train and Manage Accountants and Tax professionals
    • Maintain Records of Financial Activities as per GAAP
    • Analyze Financial Data & prepare Financial Reports
    • Ensure Compliance of State and Federal Regulations
    • Develop and Implement Standard Working Protocols
    • Managing Accounting & Tax Softwares
Age Group Training Additional Certification Jobs Skills Other Skills
25 to 40 Years 90 Hours of In-house Training with Cleared Written Test QuickBooks Pro Certified Advisor or Xero Certified Advisor Accounts Rules and Standards, Financial Statement Review, Depreciation and Fixed Asset Maintenance, Basic Federal and State Tax, Payroll Administration, Ability to Analyze figures, Knowledge of Accounting Principles, Excellent written and oral communication skill, Office Administrative Skills, Management Skills of Multi-task, establish priorities, organise efficiently, Managerial Skills, etc. Preparation & Interpretation of Financial Records, Statements, Budgets and Variance, Executing compilation and Review Assignments, Bookkeeping, Budget Management, Data Analysis, Financial Analyses, Financial Reporting, Microsoft Office, Payroll Administration, Payroll Compliance, Sales Tax compliance, Reviewing the work of Accountants, Ensuring compliance and meeting deadlines, preparing presentation and proposals.
Particulars US Equivalency
Profile Tax Senior Senior Tax Analyst, Assistant Tax Manager, Senior Tax accountant, Tax Supervisor
Qualification Chartered Accountants (Minimum 5 years of Experience) CPA (Minimum 8 years of experience)
Experience 5-15 years 2 to 5 years US work experience